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Waynesboro, VA Team

We are here to help you understand the opportunities and potential rewards when you take a proactive approach to your personal financial situation.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
We endeavor to know and understand your financial situation and provide you with only the highest quality information,
services, and products to help you pursue your goals.

Joe Rosenberger, CFP®

Joe Rosenberger, CFP®

Wealth Advisor

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Liane Kolaskie

Liane Kolaskie

Client Service Manager

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The path to financial freedom doesn't have to be complicated.

As an experienced, full-service team, we are here to offer you ongoing guidance and comprehensive services for every generation. Contact us today to learn how we can help.

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